Nikki

I care about our financial, health care, and food systems. I dedicate my life to moving them forward.

[Metav3rse @themetav3rse]

SpaceX just landed a Falcon 9 booster, and Elon Musk's live reaction was more human than anyone expected.

"It's standing up. It's coming in. It sounded like an explosion. Look at this. Look at this. It's just sitting there. Holy smokes, man."

[Dr. Gabrielle Lyon @drgabriellelyon]

Dieting without protein and resistance training does not produce just fat loss. It also leads to muscle loss. Skeletal muscle is metabolically expensive tissue, and without adequate protein intake and mechanical stimulus, the body has no physiological reason to preserve it during a caloric deficit. The weight comes off the scale, but a meaningful portion of it is lean mass, not fat. That distinction matters enormously for long-term metabolic health, glucose regulation, and body composition outcomes over time. If your diet protocol does not center protein and resistance training, you are not improving your health. You are eroding the tissue that sustains it.

[Hunter Horsley @HHorsley]

SpaceX on it's IPO will be worth ~ as much as the entire crypto market ex stablecoins.

Crypto is incredibly small.

The big picture isn't asset X vs asset Y.

Rather, it's how does an asset, blockchain, or project build useful things and drive adoption that matters in the world.

Bitwise is rooting for anyone and everyone working hard to do just that.

[Merlijn The Trader @MerlijnTrader]

$400 TRILLION IS GOING ON-CHAIN.

🇺🇸 Larry Fink just said the most important thing in finance.

"We're not spending enough time talking about how quickly we're going to tokenize every financial asset."

Not some assets. Every asset. Not eventually. Quickly.

$11,500,000,000,000 in BlackRock AUM. $15,000,000,000,000 global ETF market. $400,000,000,000,000 global asset market.

All of it. Going on-chain.

The biggest capital migration in financial history.

[Ryan Watkins @RyanWatkins_]

If you’re wondering why $HYPE is making new ATHs today, this is your best resource to understand the thesis.

@defi_monk and I spent an enormous amount of timing detailing the evolution of Hyperliquid and quantifying how big the opportunity could be, potentially reaching $300B+ in the coming years.

The job is far from finished.

[Race @multiplanet1]

Elon Musk's first wife once described what it's like to watch him fail.

She said he doesn't react the way normal people react. When a rocket explodes, most people in the room go silent. Some cry. Some start calculating the financial damage.

Musk pulls out his phone and starts making calls. Not emotional calls. Engineering calls. "What failed. When can we fix it. When's the next launch." His voice doesn't change. His face doesn't change. The rocket that just cost $60 million is already in the past. The next one is all that exists.

She said it was the most unsettling thing she'd ever witnessed. Not because he was cold. Because he genuinely wasn't affected. The failure didn't register as failure. It registered as data. An experiment that produced results. Results that inform the next experiment.

This is why he wins. Not because he doesn't fail. He fails more spectacularly than anyone in history. He wins because failure occupies zero psychological space. It enters as data and exits as action.

Most people lose not because they fail but because they spend weeks processing the failure before acting again. Musk spends zero seconds. The gap between failure and next attempt is a phone call.

[MR SHIFT 🦁 @KevinWSHPod]

E172: @Saylor: Why Hard Work Won't Make You Rich

Michael Saylor is the chairman of @Strategy - the world's largest corporate holder of Bitcoin with over 840,000 BTC and $65+ billion deployed. He bought his first Bitcoin in 2020 when the Fed cut rates to zero hasn't stopped since.

With WSH, I always want to go much deeper than the current narrative and that’s exactly what we did here. We gradually moved past the surface and into the things that really shaped Michael. We talked about his childhood, growing up in a military family, buying domain names in the 1990s and flipping them for tens of millions, losing $6 billion of his net worth in a single day during the dot-com bubble, his great Apple bet in 2012, why working hard won't make you rich, why you should mortgage your house but probably not sell your kidney to buy BTC, why "THERE IS NO SECOND BEST", and a lot more. The conversation lasted more than two hours, much longer than originally planned, and it was just amazing. I hope you enjoy it as much as I did.

Timestamps:

00:00 - Intro
03:05 - Explain what you do to an Uber driver
05:35 - Advice for Rick, the struggling Uber driver
07:07 - Who is Michael Saylor?
11:02 - Sponsors @Trezor & @Bitwise
11:48 - Kevin's Business Intelligence Company
13:14 - Michael's childhood and chip on the shoulder
17:56 - Has Michael conquered the world yet?
19:49 - Just because you can, doesn't mean you should
28:23 - Sponsors @KASTxyz & @sumsub
30:02 - Low time preference and scarcity
43:50 - Buying and flipping domain names for tens of millions
55:11 - Bitcoin is a lifeboat
1:01:31 - Should you mortage your house to buy Bitcoin?
1:09:50 - The great $60B in Bitcoin bet: risks
1:15:32 - Sponsors @JupiterExchange , @ethena
1:16:16 - Sell the kidney if you must but keep the Bitcoin
1:20:14 - What's the endgame for Strategy?
1:28:16 - Where does Bitcoin price end?
1:29:36 - Where would Bitcoin price be without Michael Saylor?
1:31:06 - What is STRC?
1:35:34 - Should my mom put her life savings in STRC?
1:37:12 - How do you always invent new ways to buy more Bitcoin?
1:49:19 - From God to Madman every 6 months: handling insane volatility
1:51:49 - How Michael lost $6 Billion of his net worth in one single day in 2000 and then watched MSTR go down another 99%
1:59:09 - Why Michael doesn't have children
1:59:44 - Why working hard is the worst advice you can get
2:07:37 - Why THERE IS NO SECOND BEST, there is only one crypto asset
2:15:03 - Thanking Michael from the whole crypto industry

[Raoul Pal @RaoulGMI]

https://t.co/Ufde4JAt7j

[Vivek Sen @Vivek4real_]

🇺🇸 BLACKROCK CEO LARRY FINK:

"WE’RE NOT SPENDING ENOUGH TIME TALKING ABOUT HOW QUICKLY WE’RE GOING TO TOKENIZE EVERY FINANCIAL ASSET."

BULLISH FOR CRYPTO 🚀

[Ivanka Trump @IvankaTrump]

Loved this video mashup.

Good luck to all the entrepreneurs doing the hard, meaningful work of building!

1. Value is everything
Build something people genuinely want, not something clever.
A business only works if it creates value and can capture it.

2. Solve real, painful problems
The strongest companies remove friction, save time, or eliminate frustration.
If it feels optional, it likely is.

3. Distribution matters as much as product
A great product without reach is invisible.
Winning companies obsess over how they get in front of people.

4. Focus is a competitive advantage
Most people dilute their energy.
Great founders concentrate on a few high-leverage moves and ignore the rest.

5. Speed compounds
Iteration beats perfection.
Launch, learn, refine, repeat, faster than feels comfortable.

6. Simplicity scales
The best businesses are easy to understand, easy to use, and easy to explain.
Complexity is friction disguised as sophistication.

7. Mindset is not soft, it is structural
Resilience, long-term thinking, and tolerance for discomfort are not personality traits, they are requirements.

8. Build for longevity, not noise
Short-term hacks create spikes.
Enduring companies are built on trust, brand, and consistency.

9. Leverage is the force multiplier that transforms effort into scale.
Technology, media, capital, and people multiply output.
The goal is not to work harder, but to work in systems that scale.

10. Execution is the separator
Ideas are abundant.
Relentless, disciplined execution is rare.

The essence : find a meaningful problem, solve it simply, distribute it aggressively, and execute with focus over the long term.

[Reads with Ravi @readswithravi]

“Greatness does not come out of intelligence, it comes from character.

Character is not formed out of smart people: it is formed out of people who have suffered.”

— Nvidia CEO, Jensen Huang

[Altcoin Daily @AltcoinDaily]

If you think $ETH is expensive now… wait until you understand it.

[Etherealize @Etherealize_io]

Raoul Pal: “The entire banking system will go to ETH”

Raoul explains:

“I find it hilarious that 1.5-2 years ago people were like, ‘ETH is dead.’ I’m like, 'No, the entire banking system will go to ETH.' That doesn’t mean it’s a mono-chain world, but I know how banks work… It’s really for them about Lindy effects — things that survive; things that you don’t get fired for; things that are proven — because nobody wants to lose their jobs over new technology.”

Etherealize co-founder Danny Ryan adds to Raoul’s point:

“I had to learn this. We’ve worked for a decade to make sure Ethereum is resilient, multi-client, is distributed across the world, has 100% uptime. And I had no idea until I talked to the banks: I’ve found a customer of decentralization. They just don’t know it. They care about uptime. They care about resilience. They care about the thing that’s been around for the longest. They care about the thing that no one can turn off. You just have to translate the language to them. And yes, the ‘no one gets fired for picking Microsoft’ dynamic is very real, and it’s in Ethereum’s favor.”

Raoul points to Ethereum’s developer network effect as well.

[Brian Armstrong @brian_armstrong]

Agentic commerce isn’t priced in yet. Machine-to-machine payments will increase demand for the digital dollar beyond current estimates.

The agentic economy could be larger than the human economy. We're building the infrastructure for both at Coinbase.

[Dr. Gabrielle Lyon @drgabriellelyon]

If you want better health, focus on what actually moves the needle.

Train your body regularly. Eat enough high-quality protein. Move daily.

Simple does not mean easy. It means effective.

[Calley Means @calleymeans]

This week, the Trump admin took the strongest action in history against microplastics, ensured pastries will be replaced with eggs in school breakfasts, ensured hospitals serve healthier food, and pressured Reese’s Cups to go back to using real chocolate instead of chemicals.

Don’t let the media gaslight you about MAHA.

[vittorio @IterIntellectus]

this is actually insane

> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”

one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.

we are going to cure so many diseases.
I dont think people realize how good things are going to get

[Michael Saylor @saylor]

@BorisJohnson Bitcoin is not a Ponzi scheme. A Ponzi requires a central operator promising returns and paying early investors with funds from later ones. Bitcoin has no issuer, no promoter, and no guaranteed return—just an open, decentralized monetary network driven by code and market demand.

[Brian Armstrong @brian_armstrong]

The 20 millionth Bitcoin was mined yesterday. Now there are only one million new Bitcoins to be mined, which will take over 100 years.

Decentralized, inflation-proof, global money.

[Anthony Scaramucci @Scaramucci]

Bitcoin doesn’t reward being early.
It rewards staying solvent, unlevered, and psychologically intact.